Using activities

Using activities

Activities act as a to-do list for each enquiry, to remind you what still needs to be done for each of them. 

Adding an activity

  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. In the top right, go to the Upcoming Activities section and click on the  button.
  4. Fill out activity details in the pop-up window. You can choose from three activity types: Email, Phone, and Task.
  5. Fill out the form , then click Save.
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Scheduling an email through Upcoming Activities

When you create an Email activity, you'll be prompted to choose an email template. This is because the Upcoming Activities section allows you to schedule emails to send automatically.
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. In the top right, go to the Upcoming Activities section and click on the  button.
  4. Choose the Email activity type.
  5. Select the Email Template you'd like to send out.
  6. Select the Due Date for the activity. This is the date the email will be sent to the enquiry.
  7. Fill out the rest of the form, then click Save.
  8. Once the Due Date is reached, the email will be automatically sent out, and the activity will mark itself as complete. 
  9. Alternatively, you can click > Mark as complete to send the email immediately.
InfoYou can see a list of all activities for all enquiries, and their due dates, by going to eyenquiries > Activities.

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Updating an activity's status

You’re able to remove an activity from the Upcoming Activities list by Marking as complete, Skipping, or Deleting it. 

From the profile

  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. Under Upcoming Activities in the top right, click on  next to an activity.
  4. Choose Mark as complete, Skip, or Delete from the drop-down menu.
Info
If you Complete an Email activity, it will send the email template you chose when creating the activity. 

From the Activities tab

  1. Go to eyenquiries > Activities.
  2. Find the activity from the list or use the Filters in the top left to narrow down your search.
  3. To the right of our chosen activity, click either Complete or Skip.
Notes
You cannot delete an activity from the Activities tab. This must be done through the profile.

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